Connect Blinq and PreciseFP

Both apps 32Blinq 14PreciseFP 18

• Trigger
  New Contact

  Triggers when a new contact is added to a Blinq workspace.

• Trigger
  New Note

  Triggers when a new note (meeting recording or typed note) is created in Blinq.

• Trigger
  Updated Contact

  Triggers when a contact in a Blinq workspace is created or updated.

• Action
  Ask Notes

  Asks a natural-language question about your Blinq notes and returns an AI answer with citations to the notes it used.

• Action
  Get Card

  Returns one Blinq digital business card with its details and QR code.

• Action
  Get Contact

  Returns one Blinq contact with all of its details.

• Action
  Get Current User

  Returns the Blinq user the API key acts as, with their email.

• Action
  Get Note

  Returns one Blinq note with its summary and linked contacts.

• Action
  Get Note Transcript

  Returns the transcript of a recorded Blinq note, or its status if the transcript is not ready.

• Action
  List Cards

  Returns the digital business cards in a Blinq workspace, one page at a time.

• Action
  List Contacts

  Returns contacts in a Blinq workspace, optionally filtered by a search term, one page at a time.

• Action
  List Notes

  Returns your Blinq notes (meeting recordings and typed notes), optionally limited to a date range, one page at a time.

• Action
  List Workspaces

  Returns the Blinq workspaces (personal and business) the user can access, with their role in each.

• Action
  Search Notes

  Searches your Blinq notes by keyword and returns the matching notes.

• Trigger
  New Client/Prospect

  Triggers when a new client or prospect account is created in PreciseFP.

• Trigger
  New Client/Prospect Staged in Pipeline

  Triggers when a PreciseFP client or prospect account is moved to a pipeline stage.

• Trigger
  New Form Engagement Completed

  Triggers when a client or prospect completes a PreciseFP form engagement.

• Trigger
  New Form Engagement Created

  Triggers when a client or prospect is sent a new PreciseFP form engagement.

• Trigger
  New Form Engagement Opened

  Triggers when a client or prospect opens a PreciseFP form engagement.

• Trigger
  New PDF Engagement Completed

  Triggers when a PreciseFP PDF engagement is completed (closed).

• Trigger
  New PDF Engagement Created

  Triggers when a new PreciseFP PDF engagement is created.

• Action
  Close Form Engagement

  Closes a PreciseFP form engagement so the client can no longer edit it.

• Action
  Create Account

  Creates a new PreciseFP client or prospect account with its main client contact.

• Action
  Create Form Engagement

  Sends a PreciseFP form template to an account's client or co-client as a new form engagement.

• Action
  Create Person

  Adds a person (such as a child or dependent) to a PreciseFP account's household.

• Action
  Delete Account

  Deletes a PreciseFP client or prospect account. PreciseFP asks for your login password to confirm the deletion.

• Action
  Find Account

  Searches PreciseFP client and prospect accounts by name or email and returns the matching accounts.

• Action
  Find Account by Id

  Returns a PreciseFP client or prospect account by its ID, including the client, co-client and pipeline stage.

• Action
  Get Form Engagement Data

  Returns the answers a client entered in a PreciseFP form engagement, one entry per field.

• Action
  List Form Templates

  Returns the form templates available to the connected PreciseFP user.

• Action
  Move the Account to a Pipeline Stage

  Moves a PreciseFP client or prospect account to the chosen pipeline stage.

• Action
  Update Account

  Updates a PreciseFP client or prospect account's type and main client details.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.